Financial Services Professional
2 days ago
Key Responsibilities
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred.
- Salary plus commission/bonus.
- Paid time off (vacation and personal/sick days).
- 401(k) matching.
- Growth potential/Opportunity for advancement within the office.
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Financial Professional
3 weeks ago
Bakersfield, California, United States Creative Financial Staffing Full timeAccountantBakersfield, CACreative Financial Staffing is seeking a dedicated and detail-oriented General Accountant to join our dynamic team. Our client is a reputable service company located in Bakersfield, CA, committed to delivering exceptional services to their diverse clientele.Why Work with Us?Stable organization with a strong presence in Kern...
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Financial Professional
1 month ago
Bakersfield, California, United States Creative Financial Staffing Full timeAccountant OpportunityAbout the RoleWe are seeking a detail-oriented Accountant to join our team at Creative Financial Staffing.The ideal candidate will have a strong background in financial analysis and a passion for maintaining accurate records.Key ResponsibilitiesCompile and analyze financial data to prepare entries for general ledger accounts.Process and...
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Financial Professional
4 weeks ago
Bakersfield, California, United States Creative Financial Staffing Full timeAccountantWe are seeking a highly skilled and detail-oriented Accountant to join our dynamic team at Creative Financial Staffing. As a key member of our accounting team, you will be responsible for preparing and maintaining financial statements and reports, performing account reconciliations, and ensuring accuracy.Why Choose Us?Stable organization with a...
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Senior Financial Professional
4 weeks ago
Bakersfield, California, United States Creative Financial Staffing Full timeSenior Accountant Job Description About the Opportunity Our client, a leading agriculture organization with over 40 years of experience, is seeking a highly skilled Senior Accountant to join their team. As a Senior Accountant, you will play a critical role in ensuring the accuracy and compliance of financial statements, as well as providing financial...
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Senior Financial Professional
3 weeks ago
Bakersfield, California, United States Creative Financial Staffing Full timeAbout the Senior Accountant RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a critical role in ensuring the accuracy and compliance of our financial statements.Key ResponsibilitiesPrepare and examine financial statements to ensure accuracy and compliance with...
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Senior Financial Professional
4 days ago
Bakersfield, California, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a key member of our financial team, you will be responsible for preparing financial reports, collaborating with clients, and ensuring compliance with federal, state, and local legal requirements.Key ResponsibilitiesPrepare financial reports by...
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Financial Services Professional
2 months ago
Bakersfield, California, United States The Widroe Group Full timeJob OverviewThe Widroe Group is seeking a highly skilled Tax Accounting Manager to join our team. As a key member of our organization, you will be responsible for managing a team of office staff and providing exceptional tax services to our clients.Key Responsibilities:Manage a team of bookkeeping and office staff to ensure seamless day-to-day...
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Financial Services Professional
1 month ago
Bakersfield, California, United States Staff My Agency Full timeUnlock Your Potential as a Financial RepresentativeAt Modern Woodmen of America, California Region, we're seeking a talented Financial Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients achieve their financial goals through personalized financial planning and guidance.Key Responsibilities:Meet...
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Financial Services Professional
1 month ago
Bakersfield, California, United States Staff My Agency Full timeUnlock Your Potential as a Financial RepresentativeAt Modern Woodmen of America, California Region, we're seeking a talented Financial Representative to join our team. As a key player in our organization, you'll play a vital role in helping clients achieve their financial goals through personalized financial planning and guidance.Key Responsibilities:Meet...
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Financial Services Professional
3 weeks ago
Bakersfield, California, United States Staff My Agency Full timeUnlock Your Potential as a Financial RepresentativeAt Modern Woodmen of America, California Region, we're on a mission to empower individuals to achieve their financial goals. As a Financial Representative, you'll play a vital role in helping clients create tailored financial plans that address their unique needs and aspirations.Key Responsibilities:Meet...
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Financial Services Representative
3 weeks ago
Bakersfield, California, United States Modern Woodmen Fraternal Financial Full timeUnlock Your Potential as a Financial RepresentativeAt Modern Woodmen Fraternal Financial, we're seeking a talented Financial Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients achieve their financial goals through personalized financial planning, insurance, and investment solutions.Key...
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Financial Analyst
5 days ago
Bakersfield, California, United States Creative Financial Staffing Full time{"h1": "Accounting Specialist Opportunity", "p": "Are you a detail-oriented accounting professional looking to make a meaningful impact with a dynamic company? Our client, a leader in providing comprehensive services, is seeking a skilled Accounting Specialist to join their team in Kern County. About the Company and Opportunity: ", "ul": [{"li":...
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Financial Operations Manager
4 days ago
Bakersfield, California, United States Creative Financial Staffing Full timeAbout the Role:We are seeking a highly skilled and experienced Financial Operations Manager to join our team at Creative Financial Staffing. This is a fantastic opportunity for a strategic and hands-on financial professional to lead all aspects of our accounting operations.About the Company:Our client is a well-established service company in Kern County,...
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Financial Operations Manager
4 weeks ago
Bakersfield, California, United States Creative Financial Staffing Full timeAbout the Role:We are seeking a highly skilled and experienced Controller to lead all aspects of our accounting operations. This is a fantastic opportunity for a strategic and hands-on financial professional to join our team at Creative Financial Staffing.Key Responsibilities:Oversee daily accounting functions, including accounts payable, accounts...
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Financial Operations Manager
4 weeks ago
Bakersfield, California, United States Creative Financial Staffing Full timeController - Accounting OperationsA highly skilled and experienced Controller is sought to lead all aspects of the company's accounting operations, ensuring accurate financial statements, reports, and forecasts.About the CompanyCreative Financial Staffing is a well-established service company in Kern County seeking a strategic and hands-on financial...
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Financial Controller
3 weeks ago
Bakersfield, California, United States Creative Financial Staffing Full timeCertified Public Accountant (CPA)Become a key member of our team at Creative Financial Staffing and take on the challenge of leading our financial operations.Develop and implement financial strategies to drive business growth and profitability.Oversee the preparation of financial statements, budgets, and reports to ensure accurate and timely financial...
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Financial Operations Manager
3 weeks ago
Bakersfield, California, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is seeking a highly skilled Financial Controller to join their team in Bakersfield. As a key member of the management team, you will be responsible for ensuring the accuracy and timeliness of monthly and year-end financial close, as well as providing timely reporting of all monthly financial information.Key...
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Financial Manager
3 weeks ago
Bakersfield, California, United States Creative Financial Staffing Full timeControllerAbout the Role:We are seeking a highly skilled and experienced Controller to join our team at Creative Financial Staffing. As a key member of our finance team, you will be responsible for managing our finances, budgets, and reporting.Key Responsibilities:Financial Management: Oversee the preparation and analysis of financial reports, including...
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Financial Strategist
4 days ago
Bakersfield, California, United States Creative Financial Staffing Full timeFinance ManagerAt Creative Financial Staffing, we are seeking a highly skilled Finance Manager to join our team.About the Role:Develop and implement financial strategies and plans to drive business growth and profitability.Prepare and manage budgets, forecasts, and financial reports to ensure accurate financial decision-making.Conduct financial analysis and...
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Financial Operations Manager
4 weeks ago
Bakersfield, California, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is seeking a highly skilled Financial Operations Manager to join our team in Bakersfield. As a key member of our leadership team, you will be responsible for overseeing financial operations, including budgeting, forecasting, and financial reporting.Key ResponsibilitiesManage the general ledger, accounts...